At Summit & Sage Capital, we deliver personalized financial strategies built on trust, expertise, and lasting relationships. We proudly serve medical professionals and high-achieving individuals who seek thoughtful, precise stewardship of their wealth. Guided by integrity at every step of the way, we help you protect your success, grow your legacy, and navigate the future with confidence.

We are located in the beautiful low country of Mount Pleasant, South Carolina. We work in collaboration with our strategic alliance Thrive Financial Partners of North Carolina, as well as our general agency uFinancial Group of Mechanicsburg, Pennsylvania.

Local collaborative partner includes Encore Capital Wealth.

Beth Bohara

Founder & CEO

Wealth Management Advisor

Beth is a trusted professional with a diverse background in both healthcare and finance. She specializes in aligning financial strategies with her clients’ lifestyle goals, and provides comprehensive financial planning services tailored to the unique needs of busy, successful professionals.

As a mother of three young boys and a woman in the finance industry, Beth brings a unique perspective, understanding the busy life commitments and responsibilities her clients face. She places great importance on family and understands the vital role family plays in planning for the future. Her empathetic approach allows her to connect with her clients and provide solutions that genuinely fit their life stage.

Beth is highly skilled in listening and understanding her clients' needs, which enables her to individualize financial plans effectively. She is adept at solving complex problems and is passionate about helping her clients meet their goals. She offers a clear, strategic path forward, taking the stress out of financial planning and instilling confidence in the future. Clients trust Beth for her extensive knowledge, dedication, and the care she provides in every aspect of her work. Beth is committed to ensuring her clients can worry less and focus more on what truly matters.

She is proud to provide a higher standard of financial stewardship.